401(k) · DOL Form 5500 · 2023

Sally Beauty Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$275M
Total assets Near avg plan size
17,873
Participants Very large workforce
96th
Percentile by assets National rank
$15,406
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sally Beauty 401(k) and Profit Sharing Plan · Sponsored by Sally Beauty Holdings, Inc. · Texas · Retail Trade

$275M in assets, 17,873 participants

Sally Beauty Holdings, Inc.'s Sally Beauty 401(k) and Profit Sharing Plan reported $275M in total assets and 17,873 participants in its 2023 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,212 in Retail Trade (8,414 peers)

Coverage in Texas

Sally Beauty 401(k) and Profit Sharing Plan covers 17,873 participants in Texas, 26x the typical Texas plan (state average ~688 per filing). Assets: $275M.

#8,212
in Retail Trade (8,414 peers)
+12.0%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Sally Beauty 401(k) and Profit Sharing Plan's outsized position by total assets

Sally Beauty 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$275,355,423 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sally Beauty 401(k) and Profit Sharing Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sally Beauty 401(k) and Profit Sharing Plan is a mega filing (17,873 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sally Beauty 401(k) and Profit Sharing Plan reported net income rose from -$58M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Sally Beauty 401(k) and Profit Sharing Plan reported participants fell from 28,960 in the plan year 2022 filing to 17,873 in the plan year 2023 filing.
  • Sally Beauty 401(k) and Profit Sharing Plan end-of-year assets rose from $246M in the plan year 2022 filing to $275M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362257936 · Sally Beauty Holdings, Inc. PY 2023 · 401(k)

Sally Beauty 401(k) and Profit Sharing Plan · $275M · 17,873 · 96th

  • NET $275M
  • BOOK 17,873
  • VS-ST 96th
  • BOY 401(k)
  • SCH near State Bankshares 401(k) Profit Sharing Plan
  • EBSA ind #8212

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Texas →

Sally Beauty 401(k) and Profit Sharing Plan in the asset neighbourhood

Children's Health System, Inc. 401(k) PlanChildren's Health System, In…$275MSally Beauty 401(k) and Profit Sharing PlanSally Beauty 401(k) and Prof…$275MState Bankshares 401(k) Profit Sharing PlanState Bankshares 401(k) Prof…$275MMidwest Radiology P.a. Profit Sharing PlanMidwest Radiology P.a. Profi…$275MCalumet Gp, LLC Retirement Savings PlanCalumet Gp, LLC Retirement S…$275M
End-of-year total assets ($M) among Sally Beauty 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$246M
Net Assets (End of Year)$275M
Net Income$30M
Employer EIN362257936
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sally Beauty Holdings, Inc.)

Sponsor-wide plan assets over time

All Sally Beauty Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$294M 19.63507122677534% vs 2022
2024 filing year
$240M$260M$280M$300M 202220232024 $246M $294M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 28,960 $246M
2023 1 17,873 $275M
2024 1 18,303 $294M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sally Beauty 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Sally Beauty 401(k) and Profit Sharing Plan, Total assets ($B): 0.275355423 · Participants: 17873Sally Beauty 401(k) and Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sally Beauty 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sally Beauty 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Scale composition for Sally Beauty 401(k) and Profit Sharing Plan

Sally Beauty 401(k) and Profit Sharing Plan reports $275M in end-of-year assets across 17,873 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $15,406 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $30M.

This plan identity (EIN 362257936, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $246M to $294M (+19.6%) while covered participants moved from 28,960 to 18,303 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 28,960 $246M Open filing
2023 17,873 $275M This page
2024 · index core 18,303 $294M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Sally Beauty 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is State Bankshares 401(k) Profit Sharing Plan in ND ($275M); by covered participants it is R&l Carriers, Inc. 401(k) Retirement Savings Plan in OH (17,891 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($275M here).

Similar participant headcount

Nearest other-state filings by covered participants (17,873 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sally Beauty 401(k) and Profit Sharing Plan assets move in 2023? ▼
Sally Beauty 401(k) and Profit Sharing Plan grew at a solid clip - up 12.0% during 2023, from $246M to $275M. Reported net income was $30M.
How have Sally Beauty Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sally Beauty Holdings, Inc.'s sponsor-wide assets grew 19.6%, from $246M to $294M.
Where does Sally Beauty 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sally Beauty 401(k) and Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sally Beauty 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is State Bankshares 401(k) Profit Sharing Plan in ND ($275M, 1,942 participants).
Which 401(k) plans cover a similar participant headcount to Sally Beauty 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R&l Carriers, Inc. 401(k) Retirement Savings Plan in OH (17,891 participants, $395M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362257936.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.